See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $519,838 | $100,852+415.4% | $90,404+475.0% | $158,922+227.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 4.60% | 1724.20%-1719.6pp | 1293.02%-1288.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,345 | $3,689-63.5% | $3,262-58.8% | $4,761-71.8% |
| Participant deferral / active EE | $10,400 | $4,348+139.2% | $3,963+162.4% | $5,982+73.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |